Social Security: Don’t Make These Three Mistakes

By Eve Kaplan, Certified Financial Planner ™ Social Security has been around for decades and it’s not about to disappear. Why? Social Security is not an “entitlement” (gift) – it’s a forced savings scheme that Americans pay into in their working years in order to secure a pension for life. Ideally, Social Security shouldn’t be […]

Getting Real About Retirement – Will You Have Enough Money to Remain Comfortable?

By Eve Kaplan, Certified Financial Planner™ Let’s get real about retirement. Will you have enough to remain comfortable in retirement for 30 years or more?  Studies show this is a recurring fear many Americans feel. As a Fee-Only financial advisor, my number one priority is to confront this fear and help my clients retain enough […]

Divorce Due to Medical Bills!? Sometimes It Makes Sense

By Eve Kaplan, Certified Financial Planner® Practitioner Divorce amongst older couples is on the rise in this country due to spiraling medical/long-term care costs. Soaring medical/nursing care expenses are aggravated by longevity and uninsured risk (no long-term care insurance in place). Although unappetizing, divorce – when compared with alternatives — may inflict the least amount […]

Money and Your Brain

By Eve Kaplan, CFP® Practitioner There’s a growing body of research on the connection between brain wiring and financial decision-making. Formerly discrete academic areas (economics, psychology, physiology) are converging as experts explore what drives individual financial decision-making. “The Secret Life of the Grown-Up Brain: The Surprising Talents of the Middle-Aged Mind” by Barbara Strauch (NY […]